Customizing members main page layout on Graviti admin

How to change the page layout

You can choose to view the member records in a grid layout or a table layout by clicking on “grid” to use the grid layout or clicking on “table” to use the table layout.

TABLE LAYOUT

 

GRID LAYOUT 

 

On the grid layout, on the member's main page, per member record, the member’s name, membership group, and email address are displayed. Below those details, you can see and do the following: 

• Profile: View and/or update the member profile.
• Contacts: view and/or update the member contacts.
• Addresses: view and/or update the member’s addresses.
• Documents: view and/or update the member’s documents.

On the 3-dotted icon, you can perform the following:

• • Set the member status.
  • Set the member profile picture.
  • Send a quick email to the member.
  • Send a quick SMS to the member.
  • Attach notes.
  • Upload the member documents.
  • Add tags to the member profile.
  • See the number of notes you created.
  • See the number of member employment records captured.
  • See the number of tags assigned to the member.
  • Mark the member’s profile as deleted.
  • Delete or remove a member’s profile from the system. 

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Related topics

• Navigating Through The Members Main Page On Graviti Admin
• Managing And Registering Members On Graviti Admin

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